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Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares Core S&P 500 ETF $58,586,000
Vanguard REIT Index Fund $42,554,000
iShares Russell 1000 ETF $42,266,000
Deutsche X-trackers MSCI EAFE Hedged Equity ETF $41,061,000
Vanguard Tax-Managed International Fund $33,356,000
Vanguard 500 Index Fund $29,910,000
iShares Currency Hedged MSCI EAFE ETF $29,210,000
SPDR Dow Jones International Real Estate ETF $28,649,000
iShares Core MSCI Emerging Markets ETF $28,552,000
iShares MSCI EAFE ETF $19,962,000
Vanguard Emerging Markets Stock Index Fund $16,030,000
Vanguard Small-Cap Index Fund $15,699,000
iShares Micro-Cap ETF $11,675,000
iShares Russell 2000 ETF $7,872,000
iShares MSCI Emerging Markets ETF $4,917,000
iShares International Developed Property ETF $4,464,000
iShares MSCI EAFE Small-Cap ETF $3,782,000
iShares US Real Estate ETF $2,311,000
Vanguard FTSE All-World ex-US Small-Cap Index Fund $2,111,000
SPDR S&P 500 ETF Trust $1,259,000
Schwab US Large-Cap ETF $734,000
Schwab Emerging Markets Equity ETF $676,000
Schwab International Equity ETF $605,000
Schwab US REIT ETF $559,000
Schwab International Small-Cap Equity ETF $553,000
iShares S&P Small-Cap 600 Value ETF $535,000
Vanguard Value Index Fund $483,000
Schwab US Small-Cap ETF $440,000
Vanguard Pacific Stock Index Fund $382,000
iShares Russell 2000 Value ETF $362,000
iShares Russell Mid-Cap Value ETF $315,000
Vanguard Small-Cap Value Index Fund $255,000
Schwab US TIPS ETF $249,000
iShares Europe ETF $249,000
iShares Russell 3000 ETF $242,000
SPDR Gold Shares $238,000
iShares TIPS Bond ETF $235,000
Vanguard European Stock Index Fund $232,000
iShares MSCI EAFE Value ETF $218,000
iShares MSCI Japan ETF $195,000

    Assets

    Assets

    Last updated on Oct. 9, 2019
      • $2.7B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 3K
        Accounts
      • $1.0M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    24

    name start date
    Eric Scott Holt
    October 2018
    Michael Beal Benedict
    April 2016
    Melissa Miteff Kirtley
    September 2019
    Juliet M Hull
    June 2019
    Gregory Donelson Carlin
    March 2019

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Bank of Oklahoma, Bank of Arkansas, Bank of Texas, Bok Financial, Bank of Albuquerque, Mobank. -- --
      Bok Financial Advisors Dual Registrant $754,026,663
      Bok Financial Asset Management, Inc. IAR $1,319,776,796
      Bokf Equity, LLC -- --
      Bokf Insurance -- --
      Bosc Agency, Inc. -- --
      Cavanal Hill Distributors, Inc, Broker-Dealer --
      Cavanal Hill Investment Management, Inc. IAR $7,441,171,124
      Stepstone Group Lp IAR $31,966,231,301

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Shelly Ann Cleveland Tax Officer, Treasurer June, 2019 less than 5%
        Stephen Michael Wyett Managing Director, Investments June, 2019 less than 5%
        Clint Scott Dishman Manager, Strategic Investment Advisors June, 2019 less than 5%
        Kimberly A Bridges Director Of Financial Planning June, 2019 less than 5%
        Steven E. Nell Chief Financial Officer June, 2019 less than 5%
        Eric Scott Holt Managing Director June, 2019 less than 5%
        Christopher Cline Freimuth Managing Director June, 2019 less than 5%
        Mindy Margaret Mahaney Chief Operating Officer, Secretary August, 2015 less than 5%
        Mark Stephen Marrone Chief Compliance Officer March, 2018 less than 5%
        David Charles Sego Managing Director March, 2016 less than 5%
        Gregory Ayres Wheeler Chief Executive Officer August, 2015 less than 5%
        Scott Bradley Grauer Chairman August, 2012 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees